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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,930 | $108,882-28.4% | $96,754-19.5% | $154,746-49.6% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 17.80% | 98.39%-80.6pp | 82.04%-64.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $658 | $3,018-78.2% | $2,679-75.4% | $4,379-85.0% |
| Participant deferral / active EE | $6,434 | $5,323+20.9% | $4,758+35.2% | $6,730-4.4% |
| Admin fee / account holder | $696 | $10,200-93.2% | $8,905-92.2% | $14,365-95.2% |